LOOKAHEAD WEALTH LLC
Firm details
- Headquarters
- WEST LINN, Oregon
- CRD number
- 285724
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI72%
- Individuals28%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lookahead Wealth LLC is an independent registered investment adviser organized as an LLC that serves individual and family clients on a fee‑based (percentage of AUM) model. The firm provides comprehensive financial planning and discretionary portfolio management for individuals, small businesses and other business or institutional clients, and it offers educational seminars and workshops. Its stated practice leans toward equity-oriented portfolios, and it is not identified as an active ESG investor, multi‑state adviser, pension consultant, or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities90%
- Other6%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2MAXIMILLIAN MORGAN
Financial AdvisorCRD 5266876
Elijah Lyons
Investment Advisor RepresentativeCRD 7652487
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
WEST LINN, OR
CLACKAMAS
Location
WEST LINN, OR
Headquartered in WEST LINN, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- CLACKAMAS
- Address
- 1980 Willamette Falls Dr
- Time zone
- PT (UTC-8)
- Office locations
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